PLANNED
GIVING
Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.
Closely Held Business Stock
A business owner who contributes closely held stock to George Mason University Foundation will be allowed a charitable deduction for the fair-market value of the stock. An additional benefit is that the donor will escape the potential capital-gain tax on any appreciation in the value of the stock.
Subsequent to the gift, the corporation could purchase the stock from George Mason University Foundation for cash. This not only enables the donor to retain complete control over the company but also makes cash available to George Mason University Foundation for its current needs. As long as George Mason University Foundation is not obligated to sell the stock to the corporation, the transaction should produce no adverse tax results.
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Aquanetta J. Betts, JD |
George Mason University Foundation, Inc. |
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